Howmet Aerospace Inc. $HWM Stock Sold by NorthCrest Asset Manangement LLC

NorthCrest Asset Manangement LLC lowered its holdings in Howmet Aerospace Inc. (NYSE:HWM) by 34.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,554 shares of the company’s stock after selling 4,463 shares during the period. NorthCrest Asset Manangement LLC’s holdings in Howmet Aerospace were worth $1,904,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of HWM. Valley Wealth Managers Inc. bought a new stake in shares of Howmet Aerospace during the 3rd quarter worth $691,000. Wedmont Private Capital boosted its holdings in shares of Howmet Aerospace by 18.9% in the 3rd quarter. Wedmont Private Capital now owns 11,446 shares of the company’s stock worth $2,547,000 after buying an additional 1,822 shares during the last quarter. Chapin Davis Inc. boosted its holdings in shares of Howmet Aerospace by 1.8% in the 3rd quarter. Chapin Davis Inc. now owns 49,408 shares of the company’s stock worth $11,175,000 after buying an additional 883 shares during the last quarter. GAMMA Investing LLC boosted its holdings in shares of Howmet Aerospace by 4.0% in the 3rd quarter. GAMMA Investing LLC now owns 16,659 shares of the company’s stock worth $3,768,000 after buying an additional 634 shares during the last quarter. Finally, CoreCap Advisors LLC grew its position in Howmet Aerospace by 130.4% during the third quarter. CoreCap Advisors LLC now owns 2,352 shares of the company’s stock valued at $532,000 after buying an additional 1,331 shares during the period. Institutional investors own 90.46% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on HWM. Royal Bank Of Canada raised their price objective on shares of Howmet Aerospace from $325.00 to $350.00 and gave the stock an “outperform” rating in a report on Friday, August 7th. Citigroup reiterated a “buy” rating on shares of Howmet Aerospace in a research note on Wednesday, September 30th. Morgan Stanley reiterated an “overweight” rating and issued a $335.00 target price on shares of Howmet Aerospace in a research note on Monday, August 10th. Sanford C. Bernstein reissued an “outperform” rating and set a $298.00 target price (down from $328.00) on shares of Howmet Aerospace in a research report on Wednesday, October 7th. Finally, BNP Paribas Exane decreased their price target on shares of Howmet Aerospace from $345.00 to $310.00 and set an “outperform” rating for the company in a research note on Tuesday, October 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $312.67.

Howmet Aerospace Stock Performance

Shares of HWM opened at $217.13 on Thursday. The firm has a market cap of $86.88 billion, a PE ratio of 46.79, a PEG ratio of 1.95 and a beta of 1.21. The stock’s fifty day moving average price is $247.83 and its two-hundred day moving average price is $257.15. The company has a debt-to-equity ratio of 0.71, a current ratio of 1.82 and a quick ratio of 0.87. Howmet Aerospace Inc. has a 1 year low of $187.46 and a 1 year high of $310.00.

Howmet Aerospace (NYSE:HWM) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.33 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.09. The firm had revenue of $2.55 billion for the quarter, compared to analysts’ expectations of $2.43 billion. Howmet Aerospace had a return on equity of 33.91% and a net margin of 20.52%. The business’s revenue for the quarter was up 24.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.91 EPS. Howmet Aerospace has set its Q3 2026 guidance at 1.340-1.360 EPS and its FY 2026 guidance at 5.230-5.310 EPS. On average, equities research analysts forecast that Howmet Aerospace Inc. will post 5.34 EPS for the current year.

Howmet Aerospace Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 25th. Investors of record on Friday, November 6th will be paid a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Friday, November 6th. Howmet Aerospace’s payout ratio is currently 12.07%.

More Howmet Aerospace News

Here are the key news stories impacting Howmet Aerospace this week:

• Positive Sentiment: Howmet declared a quarterly dividend of $0.14 per share, payable November 25 to shareholders of record November 6. The $0.56 annualized payout provides a 0.3% yield and signals continued confidence in cash generation, although the income contribution is modest. Howmet Aerospace Board Approves Common Stock Dividend
• Positive Sentiment: Goldman Sachs maintained its Buy rating, supporting the bullish view that Howmet’s aerospace exposure, aftermarket business and long-term growth prospects remain attractive. Goldman Sachs Keeps Their Buy Rating on Howmet Aerospace
• Positive Sentiment: A bullish investment thesis points to a commercial aerospace recovery, AI-related electricity demand and Howmet’s specialized, high-temperature components. Its technical expertise, regulatory barriers and recurring high-margin aftermarket revenue could support a multiyear growth trend. Howmet Aerospace: A Buy-The-Dip Opportunity In A Potential Multi-Year Up-Trend
• Neutral Sentiment: Investors are preparing for the next quarterly earnings report. The company’s prior quarter exceeded revenue and EPS expectations, while current guidance calls for third-quarter EPS of $1.34–$1.36 and full-year EPS of $5.23–$5.31. Howmet Aerospace’s Quarterly Earnings Preview
• Negative Sentiment: Deutsche Bank reduced its price target to $310 from $343. Although the revised target remains above the current share price, the cut may weigh on sentiment by signaling more limited near-term upside. Deutsche Bank Adjusts Price Target on Howmet Aerospace
• Negative Sentiment: Valuation commentary describes HWM as fairly valued on cash flow and argues that the stock needs a better entry point, highlighting the risk that its elevated earnings multiple already reflects substantial growth expectations. Howmet Aerospace: A Better Growth Mix Still Needs A Better Entry Point

Howmet Aerospace Profile

Howmet Aerospace Inc (NYSE:HWM) is an aerospace and industrial products company that develops and manufactures advanced engineered components and systems. Its products are used primarily in commercial and defense aircraft, aircraft engines, and other transportation and industrial applications.

The company’s principal businesses include engine products, fastening systems, engineered structures, and forged wheels. Its offerings include forged and cast engine components, airfoils, titanium and nickel-based parts, aerospace structural components, specialized fasteners, and forged aluminum wheels for commercial transportation.